Financial ADVSR advisor directory · SEC adviser records
CFP financial advisors in Hockessin, DE
Every SEC-registered financial advisor at a firm office in Hockessin who lists the Certified Financial Planner designation, A to Z.
10 CFP professionals work in Hockessin; the most are at Mercer Global Advisors Inc. (3). 6 are also registered broker representatives.
CFP advisors in Hockessin, A to Z
Every advisor in Hockessin →- Paul S. BaumbachMercer Global Advisors Inc. · Certified Financial Planner, Chartered Financial Analyst
- Andrew J. DouglasFounders Financial Securities LLC · Certified Financial Planner
- Nicholas J. HoeschelCetera Investment Advisers LLC · Certified Financial Planner
- Susan E. LehnerdMercer Global Advisors Inc. · Certified Financial Planner
- Richard K. McLaughlinCambridge Investment Research Advisors, Inc. · Certified Financial Planner
- Joseph P. QuigEdward Jones · Certified Financial Planner, Chartered Financial Consultant
- Gregg M. SomervilleIndependent Financial Partners · Certified Financial Planner
- Lawrence E. SpringerSherpa Capital Management · Certified Financial Planner, Chartered Financial Consultant
- William D. Starnes IVMercer Global Advisors Inc. · Certified Financial Planner
- Gary L. Ulrich Jr.LPL Financial LLC · Certified Financial Planner
Firms with the most CFP professionals in Hockessin
Mercer Global Advisors Inc. 3Cambridge Investment Research Advisors, Inc. 1Cetera Investment Advisers LLC 1Edward Jones 1Founders Financial Securities LLC 1Independent Financial Partners 1LPL Financial LLC 1Sherpa Capital Management 1
CFP advisors in other Delaware cities
All of Delaware →Wilmington 74Newark 21Greenville 17Lewes 12Rehoboth Beach 10Dover 7Georgetown 3
Questions
How many CFP financial advisors are in Hockessin, DE?
10 SEC-registered investment adviser representatives at firm offices in Hockessin, Delaware list the CFP designation; Mercer Global Advisors Inc. employs the most of them (3).
What is a CFP?
CFP stands for Certified Financial Planner, the CFP Board's certification in financial planning: coursework, an exam, three years of experience and a fiduciary duty when giving financial advice.
How do I check a CFP in Hockessin?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck. Confirm the CFP itself with the body that issues it.
Source: the SEC's Investment Adviser Public Disclosure daily file, which lists the professional designations each investment adviser representative reports. Designations are self-reported to the SEC; confirm a CFP with the issuing body before you rely on it. Broker-only representatives aren't included. Also by designation: CFA charterholders and ChFC holders.